Murphy & Mullick Capital Management’s State Street SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Murphy & Mullick Capital Management’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$136K	Hold	2,403	–	–	0.1%	165
2025 Q4	$137K	Buy	2,403 +100	+4%	+$5.62K	0.1%	174
2025 Q3	$127K	Hold	2,303	–	–	0.09%	176
2025 Q2	$122K	Hold	2,303	–	–	0.1%	171
2025 Q1	$118K	Hold	2,303	–	–	0.11%	160
2024 Q4	$118K	Buy	+2,303	New	+$123K	0.11%	159

Other funds holding SPYV

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Murphy & Mullick Capital Management's SPYV Position: Q1 2026 in Review

Murphy & Mullick Capital Management held its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) position steady in Q1 2026 at 2,403 shares worth $136K. The position accounts for 0.1% of the portfolio, ranked #165.

Murphy & Mullick Capital Management first reported a position in SPYV in Q4 2024 and has held it in 6 quarters since. The position peaked at $137K in Q4 2025. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

Murphy & Mullick Capital Management held 2,403 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $136K as of Q1 2026.
Murphy & Mullick Capital Management left its State Street SPDR Portfolio S&P 500 Value ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.1% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #165 holding.
Murphy & Mullick Capital Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2024 and has held it in 6 quarters since.
Murphy & Mullick Capital Management's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $137K in Q4 2025.
1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.